See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,650 | $90,503-42.9% | $78,689-34.4% | $273,961-81.1% |
| Participation rate | 30.8% | 76.5%-45.7pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 4.06% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,059 | $3,176-66.7% | $2,851-62.9% | $4,869-78.3% |
| Participant deferral / active EE | $2,016 | $3,901-48.3% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |